DM
CFA
DM
CFA

David Brian Miyazaki

19 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
16,135 clients
Average Client Portfolio
$449K average
Assets Under Management
$7.3B

Fee Structure

Financial Planning:Investment management only
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Location

20 Allen Avenue, Ste 300, Saint Louis, MO, 63119

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is the sole owner of Miyazaki Enterprises, LLC, a company that develops consumer products. This activity is not investment-related.

Employment History
Current Registrations
Confluence Investment Management LLC
June 2008 - Present · 17 yrs 8 mos
Previous Registrations
Gallatin Asset Management, INC.
September 2006 - May 2008 · 1 yr 8 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.